CONSULTIVA
DEAD

Serial Number

97478797

Owner

Consultiva Wealth Management, Corp.

Attorney

Daniel Koburger

First Use Date

Mar 28, 2001

Filing Date

Jun 28, 2022

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CONSULTIVA Trademark

Serial Number: 97478797

CONSULTIVA is a trademark filed by Consultiva Wealth Management, Corp. on June 28, 2022. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

Consultiva Wealth Management, Corp. (3 trademarks)

250 Avenue Luis Muñoz Rivera, Suite 415
San Juan, PR 00918

Entity Type: 03

Trademark Details

Filing Date

June 28, 2022

Registration Date

Not Registered

First Use Anywhere

March 28, 2001

First Use in Commerce

March 28, 2001

Goods & Services

Business management; Business management advice; Business management analysis; Business supervision; Business management supervision; Business records management; Business risk management; Financial statement preparation and analysis for businesses; Outsource service provider in the field of business management; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof

Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Assessing insurance claims; Assessment and management of real estate; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial data analysis; Fiscal valuations and assessments; Global investment research services; Investment advice; Investment advisory services; Investment management; Investment risk assessment services; Providing financial assessment services to endowments, pension funds, corporate reserves, insurance companies, welfare plans, state government entities, retirement plans (401k, 403B and 1081.01), families, individuals and credit unions; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 27, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 27, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 27, 2026 REAP
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Aug 3, 2023 MAB2
ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Aug 3, 2023 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Aug 3, 2023 ABN2
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 19, 2023 GNRN
NON-FINAL ACTION E-MAILED
Apr 19, 2023 GNRT
NON-FINAL ACTION WRITTEN
Apr 19, 2023 CNRT
REMOVED FROM TEAS PLUS
Apr 19, 2023 RFTP
ASSIGNED TO EXAMINER
Apr 12, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 15, 2022 NWOS
NEW APPLICATION ENTERED
Jul 1, 2022 NWAP